Affinity Wealth Management LLC Portfolio Holdings

Affinity Wealth Management LLC has filed its 13F form on October 11, 2024 for Q3 2024 where it was disclosed a total value porftolio of $509 Million distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Series Tr Spdr S&P Homebu with a value of $37.2M, Invesco Qqq Trust, Series 1 with a value of $35.4M, Ishares Semiconductor ETF with a value of $32.6M, Pacer Fds Tr Us Cash Cows 100 with a value of $31.9M, and First Trust Rising Dividend Ac with a value of $31.1M.

Examining the 13F form we can see an increase of $12.2M in the current position value, from $497M to 509M.

Affinity Wealth Management LLC is based out at Wilmington, DE

Below you can find more details about Affinity Wealth Management LLC portfolio as well as his latest detailed transactions.